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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $30,367 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,376 | $65,557-73.5% | $105,738-83.6% | $56,287-69.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 76.3%+23.7pp | 69.9%+30.1pp |
| Annual return | -10.40% | -1.32%-9.1pp | 6.27%-16.7pp | -9.96%-0.4pp |
| Employer contribution / active EE | $1,357 | $1,788-24.1% | $3,268-58.5% | $2,111-35.7% |
| Participant deferral / active EE | $1,178 | $2,418-51.3% | $4,080-71.1% | $3,350-64.8% |
| Admin fee / account holder | $149 | $561-73.5% | $6,913-97.8% | $521-71.4% |